Company Description

Areas of expertise include retirement planning, retirement income sustainability, education planning, insurance planning and risk management, and emergency planning and disaster preparedness. Clients are generally individuals, families, retirees, and small businesses.

We compete based upon service, expertise, experience and price.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). (Financial Planning Hawaii) and JWC/ JWCA are unaffiliated entities.

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Products & Services

emergency planning and disaster preparedness ,   Insurance Risk Management ,   insurance planning and risk management ,   retirement income sustainability ,   Creditor Protection Considerations ,   Retirement Savings and Retirement Spending Stress Testing ,   Employee Benefits Reviews ,   Education Planning and Funding ,   Tax Planning & Optimization ,   Saving for College ,   Social Security Planning ,   education planning ,   Asset Registration and Beneficiary Designation Reviews ,   Retirement planning ,   IRA and Small Business Retirement Plans (401(k), Defined Benefit Plans, etc) ,   Investment Portfolio Management ,   Estate Planning ,   IRA and Small Business Retirement Plans